AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,532
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$2.45M
3
+$2.34M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.22M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.17M

Top Sells

1
+$3.62M
2
+$3.15M
3
+$2.71M
4
BAC icon
Bank of America
BAC
+$2.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.2M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.61%
3 Industrials 4.3%
4 Financials 4.15%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$728 ﹤0.01%
+11
1927
$726 ﹤0.01%
+8
1928
$725 ﹤0.01%
+17
1929
$725 ﹤0.01%
+18
1930
$722 ﹤0.01%
+24
1931
$721 ﹤0.01%
+25
1932
$719 ﹤0.01%
+6
1933
$716 ﹤0.01%
+23
1934
$712 ﹤0.01%
+1
1935
$706 ﹤0.01%
+10
1936
$706 ﹤0.01%
+38
1937
$702 ﹤0.01%
17
+16
1938
$700 ﹤0.01%
+21
1939
$694 ﹤0.01%
+7
1940
$690 ﹤0.01%
+7
1941
$690 ﹤0.01%
33
1942
$687 ﹤0.01%
+10
1943
$686 ﹤0.01%
+8
1944
$685 ﹤0.01%
+18
1945
$684 ﹤0.01%
21
+3
1946
$684 ﹤0.01%
+10
1947
$682 ﹤0.01%
+6
1948
$682 ﹤0.01%
+21
1949
$682 ﹤0.01%
213
1950
$680 ﹤0.01%
+20
76 77
78
79 80